You can define a file name template for Quotes. This allows you to automatically generate structured and consistent PDF file names when exporting.

Where to configure

The setting is configured in the Quote template:

1. Go to Global Settings (gear icon in the top-right corner)
2. Open the Quote section
3. Select the required template and open it for editing
4. Find the File Name block

How it works

The file name is defined as a template using variables.

When exporting a Quote, the system automatically replaces variables with actual values and generates the final file name.

Available variables

You can include the following in the template:

• project name
• project number
• client
• location
• day (DD)
• month (MM)
• year (YYYY)

Variables can be inserted using the buttons in the interface.

Example

Template:

{project_name}_{DD}-{MM}-{YYYY}

Result:

Concert_16-04-2026.pdf

What can be customized

• order of elements
• date format
• separators (underscore, dash, space, etc.)
• included data

Important

• the setting applies to a specific Quote template
• the file name is generated automatically on each export
• changes do not affect previously downloaded files

When to use

This feature is useful if you:

• regularly send Quotes to clients
• want consistent file naming
• need to quickly find documents

The file name template helps keep your documents organized and easier to manage.